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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Coordinated Financial Services
Denver,
Colorado
| $115M | – | – | 7.76% | – | 132 | – | 0 |
|
| 6752 |
6752
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $115M | +$9.6M | +9% | 8.39% | 83.3% | 79 | 17.72% | 4.8 |
|
| 6753 |
6753
Optimas Capital
Central,
Hong Kong
| $114M | +$8.34M | +8% | 24.6% | 358% | 53 | 73.58% | 0.4 |
|
| 6754 |
6754
Fischer Investment Strategies
Westlake Village,
California
| $114M | -$17.9M | -14% | 6.04% | 81% | 30 | 50% | 0.4 |
|
| 6755 |
6755
Financial Symmetry
Raleigh,
North Carolina
| $114M | +$12.7M | +12% | 6.24% | 68.4% | 37 | 16.22% | 0.2 |
|
| 6756 |
6756
New Leaf Venture Partners
New York
| $114M | -$9.9M | -8% | 17.8% | 3.91% | 12 | 8.33% | 4.5 |
|
| 6757 |
6757
Alexander Randolph Advisory
Mclean,
Virginia
| $114M | +$4.17M | +4% | 3.69% | 56% | 53 | 0% | 0.3 |
|
| 6758 |
6758
Seamount Financial Group
Colorado Springs,
Colorado
| $114M | +$9.7M | +9% | 7.87% | 79.7% | 87 | 9.2% | 0.2 |
|
| 6759 |
6759
Bank of Marin
Novato,
California
| $114M | +$2.33M | +2% | 9.66% | 80.3% | 121 | 7.44% | 3.1 |
|
| 6760 |
6760
MidAtlantic Capital Management
Richmond,
Virginia
| $114M | +$11.1M | +11% | 8.05% | 61.2% | 251 | 8.37% | 0.2 |
|
| 6761 |
6761
Objectivity Squared
Charleston,
South Carolina
| $114M | +$13.3M | +13% | 7.22% | – | 49 | 14.29% | 0.2 |
|
| 6762 |
6762
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $114M | +$6.75M | +6% | 8.24% | 86.3% | 109 | 7.34% | 1.9 |
|
| 6763 |
6763
Edge Financial Advisors
Wheaton,
Illinois
| $114M | – | – | 8.61% | – | 132 | – | 0 |
|
| 6764 |
6764
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $114M | +$19.4M | +21% | 7.24% | 61.3% | 66 | 18.18% | 0.2 |
|
| 6765 |
GIS
6765
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| $114M | -$80.7M | -42% | 6.51% | 20.3% | 256 | 41.41% | 1.4 |
|
| 6766 |
6766
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $113M | +$8.13M | +8% | 9.71% | 92.3% | 114 | 7.02% | 2 |
|
| 6767 |
6767
Allen Wealth Management
Boone,
North Carolina
| $113M | +$11.2M | +11% | 8.97% | 60.3% | 57 | 8.77% | 0.2 |
|
| 6768 |
6768
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $113M | +$6.25M | +6% | 8.49% | 96.8% | 406 | 15.02% | 2.3 |
|
| 6769 |
6769
CAP Partners LLC
Franklin,
Tennessee
| $113M | +$12.2M | +12% | 10.4% | 97% | 126 | 22.22% | 0.2 |
|
| 6770 |
6770
Andrew Hill Investment Advisors
Naples,
Florida
| $113M | +$17.3M | +18% | 18.4% | 269% | 53 | 24.53% | 0.8 |
|
| 6771 |
6771
Bush Investment Group
Valdosta,
Georgia
| $113M | +$4.93M | +5% | 8.02% | – | 32 | 21.88% | 0.2 |
|
| 6772 |
6772
MontVue Capital Management
Lynchburg,
Virginia
| $113M | +$8.93M | +9% | 7.75% | 76% | 49 | 8.16% | 0.2 |
|
| 6773 |
6773
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $113M | +$4.17M | +4% | 7.67% | 76.1% | 129 | 15.5% | 4.6 |
|
| 6774 |
6774
Nipun Capital
Foster City,
California
| $113M | +$8.94M | +9% | 3.3% | 30.2% | 7 | 28.57% | 0.2 |
|
| 6775 |
6775
Rip Road Capital Partners
Boston,
Massachusetts
| $113M | +$20.9M | +23% | 7.63% | 121% | 15 | 26.67% | 1.4 |
|